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How agents can stay ahead of changing insurance laws

September 8, 2025

Welcome Green

State laws across the country are changing homeowners and renters insurance in 2025. From rising premiums to new disclosure rules, clients are worried—and often confused. Here’s how agents can stay ahead of the curve, track legislation, and proactively communicate with clients.

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2025 holiday card deadlines for insurance agents

September 5, 2025

Referrals Blog

As 2026 approaches, the holidays bring a whirlwind of travel, shopping, deadlines and endless to-dos. That’s why discovering a holiday card in your mailbox feels so refreshing—it cuts through the noise and delivers a simple reminder that someone is thinking of you.

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NEW: Send postcards with ClientCircle

September 2, 2025

Postcards from ClientCircle

Reaching your insurance clients and prospects at the right time with the right message is critical to an effective communications strategy.

When you need a bold, eye-catching way to stand out, postcards are the way to go. And we have great news: you can now send custom, extra large postcards with ClientCircle.

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Why fall is the perfect time for insurance agents to reach out to clients

August 29, 2025

Welcome Orange.svg

Fall is a season of change, making it the perfect time to connect with clients. Families are back in routines, homes are being prepped for winter and life transitions often call for insurance check-ins. In this blog, we share why fall is an ideal season for outreach and give you ready-to-use email templates you can send today.

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Why most insurance agency referral programs don’t work—and what to do instead

July 15, 2025

Insurance referrals blog

If you're an insurance agent struggling to get more referrals, you’re not alone. Many agencies launch referral programs that never quite deliver. You add a "refer a friend" link to your email, offer gift cards in exchange for referrals and maybe even ask clients directly—but the referrals never come.

The problem isn’t that people don’t want to refer you. The problem is that most referral marketing for insurance agents is built around the wrong approach.

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